Skip to content
Disclosery

SEIM SEI EXCHANGE TRADED FUNDS

Follow

QIM US LARGE CAP (fund)

51 managers (51 13F filers) reported a position in SEIM shares at 2025-03-31, 12,297,537 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
51
13F filers
51
New
12
Added
15
Reduced
17
Sold out
10
Shares held by filers
12,297,537

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SEI INVESTMENTS COin group SEI INVESTMENTS CO10,633,934$383M0.49%-256,81813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC236,608$8.53M<0.01%-18,46213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP224,348$8.09M0.01%-19,94213F-HRTimelineGroup
Geneos Wealth Management Inc.215,999$7.79M0.11%+186,58013F-HRTimeline
K2 Financial Inc.87,885$2.9M2.85%+10,00513F-HRTimeline
Merit Financial Group, LLC69,694$2.51M0.04%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,729$2.48M<0.01%+4,11113F-HRTimeline
Meriwether Wealth & Planning, LLC67,612$2.44M1.59%+9,29113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,370$2.03M<0.01%-75,95013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC50,386$1.82M0.25%-9,43113F-HRTimeline
NewEdge Advisors, LLC42,503$1.53M0.01%-2,08213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC42,073$1.52M0.06%-61613F-HRTimeline
Csenge Advisory Group42,987$1.46M0.08%+5,08713F-HRTimeline
Cambridge Investment Research Advisors,…38,271$1.38M<0.01%-6,27913F-HRTimeline
Marks Group Wealth Management, Inc37,229$1.34M0.13%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV31,840$1.04M0.55%-5,62313F-HRTimeline
PETRA FINANCIAL ADVISORS INC27,747$1M0.82%-1,27413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,515$992K0.02%-95513F-HRTimelineGroup
Atria Investments, Inc27,209$981K0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,209$981K0.06%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,411$880K<0.01%+10,50213F-HRTimelineGroup
Perigon Wealth Management, LLC24,395$880K0.02%-1,61713F-HRTimeline
Diversified Enterprises, LLC17,015$614K0.05%new13F-HRTimeline
LPL Financial LLC14,386$519K<0.01%-23513F-HRTimeline
Stewardship Advisors, LLC14,295$515K0.14%+2,08813F-HRTimeline
CALTON & ASSOCIATES, INC.14,234$513K0.12%new13F-HR/ATimeline
Lynx Investment Advisory13,791$497K0.33%-53813F-HRTimeline
Cetera Investment Advisers13,501$487K<0.01%+96513F-HRTimeline
Stark Wealth Management LLC12,284$443K4.56%-28,30213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,394$401K0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG10,597$382K<0.01%+2,22813F-HRTimelineGroup
United Advisor Group, LLC10,231$369K0.08%+21113F-HRTimeline
S&T Bank/PA9,933$358K0.12%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,440$340K<0.01%+3,47613F-HR/ATimelineGroup
Wealth Group, Ltd.8,412$303K0.2%+22013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,272$262K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC7,989$248K0.18%+99513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,321$228K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC4,074$147K0.14%-2,31813F-HRTimeline
Binnacle Investments Inc3,824$138K0.1%13F-HRTimeline
AdvisorNet Financial, Inc1,577$56.9K<0.01%+18413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…521$18.8K<0.01%-1313F-HRTimelineGroup
ROSS\JOHNSON & Associates LLC490$17.7K0.3%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.479$17.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC445$16K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC411$14.8K<0.01%+14413F-HRTimelineGroup
Cape Investment Advisory, Inc.339$12.2K<0.01%013F-HRTimeline
IFP Advisors, Inc233$8.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80$2.88K<0.01%new13F-HRTimelineGroup
MAI Capital Management15$541<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.